← All themes

Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
926	HP Hound Partners New York	$43.6M	+$46.2M	2	5.05%	Increased
927	Banque Transatlantique Paris, France	$43.3M	-$38.6M	8	0.93%	Reduced
928	Dorsey Wright & Associates Pasadena, California	$43.2M	-$10.7M	5	7.33%	Reduced
929	Sycomore Asset Management Paris, France	$43.2M	$0	3	4.64%	Maintained
930	Hawk Ridge Capital Management Los Angeles, California	$43.1M	+$33.8M	2	1.38%	Increased
931	KCM Investment Advisors Greenbrae, California	$43.1M	+$162K	8	1.28%	Increased
932	Osmosis Investment Management UK London, United Kingdom	$43M	-$25.5M	12	1.99%	Reduced
933	Meyer Handelman Company Rye Brook, New York	$42.9M	-$1.28M	1	1.21%	Reduced
934	WesBanco Bank Wheeling, West Virginia	$42.7M	-$6.88M	8	1.06%	Reduced
935	Diversify Advisory Services Sandy, Utah	$42.7M	+$46M	20	0.71%	Increased
936	Diversify Wealth Management Sandy, Utah	$42.7M	+$4.4M	20	0.71%	Increased
937	EdgePoint Investment Group Toronto, Ontario, Canada	$42.7M	-$884K	2	0.32%	Reduced
938	Tokio Marine Asset Management Tokyo, Japan	$42.7M	+$7.54M	15	1.32%	Increased
939	Private Management Group Irvine, California	$42.6M	-$26M	2	1.12%	Reduced
940	Independent Advisor Alliance Charlotte, North Carolina	$42.6M	+$1.36M	19	1%	Increased
941	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$42.3M	+$39.9M	4	1.59%	New
942	Cumberland Partners Toronto, Ontario, Canada	$42.3M	-$8.6M	3	2.74%	Reduced
943	Rivermont Capital Management New York	$42.1M	+$36M	2	5.97%	New
944	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$42M	-$15.6M	6	0.09%	Reduced
945	Washington Trust Westerly, Rhode Island	$41.9M	-$532K	4	1.3%	Reduced
946	Nordwand Advisors Radnor, Pennsylvania	$41.9M	+$213K	3	6.43%	Increased
947	AlTi Global New York	$41.8M	+$6.64M	9	0.86%	Increased
948	Bouchey Financial Group Troy, New York	$41.5M	+$38.6M	1	2.68%	New
949	Ardmore Road Asset Management New York	$41.4M	-$49.9M	2	2.43%	Reduced
950	Oak Harvest Investment Services Houston, Texas	$41.2M	+$2.46M	5	3.85%	Increased